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Yum China
YUMC

Overview Fund Activity

740 hedge funds and large institutions have $20.4B invested in Yum China in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+10
Holders Change %
+1.37%
% of All Funds
11.84%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.34%
New
89
Increased
218
Reduced
219
Closed
66
Calls
$83.7M
Puts
$57.9M
Net Calls
+$25.7M
Net Calls Change
-$6.06M

Top Buyers

1
VAM
Vontobel Asset Management
New York
+$212M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$191M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.6M
4
VAM
Veritas Asset Management
United Kingdom
+$78.6M
5
Bank of America
Bank of America
North Carolina
+$64M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$144M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$79.2M
4
Wolverine Trading
Wolverine Trading
Illinois
-$66.3M
5
Millennium Management
Millennium Management
New York
-$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIP
376
Liontrust Investment Partners
United Kingdom
$509K – – –
MNBTD
377
Moody National Bank Trust Division
Texas
$507K – – –
WMSA
378
Weiss Multi-Strategy Advisers
New York
$507K +$507K +8,000 New
DCM
379
DGS Capital Management
New Jersey
$506K +$20.6K +325 +4%
KWM
380
Kingsview Wealth Management
Oregon
$504K +$31.8K +502 +7%
PTC
381
Private Trust Company
Ohio
$499K +$309K +4,878 +163%
RGI
382
River Global Investors
United Kingdom
$499K -$264K -4,170 -35%
CW
383
CreativeOne Wealth
Kansas
$498K +$950 +15 +0.2%
HCA
384
Harbour Capital Advisors
Virginia
$489K +$72.7K +1,145 +17%
WG
385
Winton Group
United Kingdom
$484K -$11.6K -183 -2%
FT
386
Fiduciary Trust
Massachusetts
$481K – – –
CTC
387
Central Trust Company
Missouri
$480K – – –
CA
388
Claro Advisors
Massachusetts
$475K +$887 +14 +0.2%
YCM
389
Yousif Capital Management
Michigan
$473K -$20.1K -317 -4%
NYLIM
390
New York Life Investment Management
New York
$472K -$6.59K -104 -1%
MA
391
Montag & Associates
Georgia
$465K – – –
SWM
392
Shakespeare Wealth Management
Wisconsin
$465K -$887 -14 -0.2%
SPIA
393
Steward Partners Investment Advisory
New York
$462K -$110K -1,738 -19%
AWM
394
AE Wealth Management
Kansas
$461K -$3.93K -62 -0.8%
WA
395
WBH Advisory
Maryland
$460K +$460K +7,262 New
KFP
396
KMG Fiduciary Partners
Ohio
$445K – – –
CA
397
Cetera Advisors
Colorado
$444K +$1.27K +20 +0.3%
FFP
398
FourThought Financial Partners
Florida
$443K +$2.54K +40 +0.6%
ICP
399
Interchange Capital Partners
Pennsylvania
$442K +$442K +6,977 New
GT
400
Glenview Trust
Kentucky
$441K – – –
14 15
16
17 18